Northern Trust

Sr Account Manager, Banking

Northern Trust$67K — $111K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in financial services or client servicing roles
  • Strong knowledge of banking products and services
  • Understanding of banking operations and credit processes
  • Demonstrated analytical and problem-solving skills
  • Ability to handle multiple priorities independently and collaboratively
  • Strong communication skills with clients and partners

Responsibilities

  • Serve as the main contact for complex banking inquiries
  • Support development of tailored banking solutions for clients
  • Assist Banking Advisors with account management and business development
  • Conduct due diligence for credit opportunities, including financial analysis
  • Liaise with the National Credit Center during credit underwriting
  • Coordinate transaction activities with Client Service Support Team
  • Oversee deposit-related activities and ensure accurate client information

Benefits

  • Comprehensive health and welfare benefits including medical, dental, and vision
  • Retirement benefits including 401k and pension plans
  • Paid time off and parental/caregiver leave
  • Life and accident insurance
  • Voluntary well-being benefits and discretionary bonus program
Full Job Description
Sr Account Manager, Banking

Under general supervision, this role is responsible for coordinating account administration for Banking clients. The position supports client servicing activities, responds to inquiries, produces reports, and oversees transaction processing.

The role also partners with Banking Advisors to support business development efforts, including client presentations and coordination with internal servicing teams. Responsibilities include resolving operational issues and ensuring a high-quality client experience.

Key Responsibilities
  • Serve as the primary point of contact for complex client and partner inquiries related to banking products and services
  • Support the development and implementation of tailored banking solutions, including treasury management, for new and existing Wealth Management clients
  • Assist Banking Advisors with account administration, business development initiatives, and client presentations
  • Conduct initial due diligence for credit opportunities, including:
    • Gathering financial statements
    • Performing basic industry research and feasibility analysis
    • Compiling required credit documentation
  • Act as liaison with the National Credit Center throughout the credit underwriting process
  • Coordinate with the Client Service Support Team (CSST) to execute daily transaction activity, including:
    • Payments, fees, and borrowing transactions
    • Inquiry resolution and servicing requests
    • Credit documentation and file maintenance
  • Support deposit-related activities such as account openings, exception processing, and overdraft handling
  • Ensure client account information is accurate and up to date across systems
  • Develop and execute action plans to support client servicing needs, ensuring timely follow-up and resolution
  • Serve as a resource for relationship servicing teams on complex client relationships
  • Communicate proactively with clients regarding account status, documentation needs, and servicing updates
  • Build a strong understanding of client needs and effectively coordinate with internal partners to deliver solutions
  • Identify opportunities to improve service delivery, efficiency, and operational processes
  • Maintain working knowledge of loan agreements, financial statements, and related documentation


Qualifications
  • 5+ years of experience in financial services, client servicing, or accounting-related roles
  • Strong knowledge of banking products and services
  • Understanding of internal banking functions and credit processes
  • Demonstrated analytical, problem-solving, and organizational skills
  • Ability to manage multiple priorities and work both independently and collaboratively
  • Strong communication skills with the ability to interact effectively with clients and internal partners


In Office
This is an office-based role that requires onsite presence to effectively perform job responsibilities.

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Salary Range:
$67,500 - 111,500 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

About Northern Trust

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions, and affluent individuals. They have evolved with the changing needs of their clients and their world.

Northern Trust Careers

Joining Northern Trust means becoming part of a global financial services institution that is dedicated to providing expert guidance and innovative solutions to its clients. At Northern Trust, we pride ourselves on fostering a culture of leadership, diversity, and innovation, which makes us a premier destination for career growth in the financial industry.

Work You’ll Do

At Northern Trust, you will collaborate with some of the most talented professionals in the financial sector. Our team is committed to excellence and equipped with a diverse range of skills that contribute to our dynamic environment. Here, you will have the opportunity to lead projects that transform our services and drive significant value for our clients across the globe.

Explore Job Opportunities and Internships

Whether you are starting your career or looking to make a significant impact in the financial industry, Northern Trust offers a variety of job opportunities and internships that will help you achieve your professional goals. From entry-level positions to leadership roles, our company is actively hiring individuals who are passionate, curious, and driven to excel.

Innovative Work

Northern Trust is at the forefront of financial innovation. Our employees are encouraged to think creatively and leverage cutting-edge technologies to solve complex problems. By joining our team, you will work on pioneering solutions that redefine the standards of financial services.

Be Part of a Great Team

Our team at Northern Trust is more than just a group of employees – we are a community. We value collaboration, and our culture is built on mutual respect and a commitment to diversity and inclusion. Working with us, you will experience a supportive network that is passionate about sharing knowledge and ideas.

Future-Proof Your Career

Northern Trust is dedicated to your professional development. We offer comprehensive benefits, diversity training, and numerous resources to help you grow your career. With our support, you can expand your skills, gain valuable experience, and achieve professional certifications that will enhance your career trajectory.

Stay Connected

Join Our Team

Discover the perfect role for you at Northern Trust by exploring our current job openings that match your skills and interests. We are looking for professionals who are solution-driven and eager to contribute to our legacy of financial excellence.

Keep Up to Date

Stay informed with the latest career tips, industry insights, and professional growth opportunities—all available through our careers blog. At Northern Trust, we ensure that our team members are always ahead in the industry.

Job Alert Emails

Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. At Northern Trust, exciting and rewarding opportunities are always on the horizon, and we are eager to see where your talents can take us. Join Northern Trust today and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Here, every position is a chance to contribute to something bigger and to turn your job into a meaningful career.
Learn more about Northern Trust
Size
21,100 employees
Market Cap
$18.1 billion
Industry
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ

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